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Showing articles from Task List tag

Adding a Task List

Ventures gives you the ability to create your own internal checklists for checks & balances against any process. **Task Lists** may be created to assign multiple tasks at once. Create your own "virtual" checklists for: * Different loan programs; * Stages of the process; and/or * Internal Audit checklists All *…

Foundational Webinar: Ventures Administration

This is a previously recorded webinar that discusses a general overview of the Administration section. Please note that the Administration section of Ventures can only be accessed by each organization's assigned Site Administrators. Users may also download the Administration Overview workbook PDF attached to this arti…

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